See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,273 | $120,450-76.5% | $159,436-82.3% | $93,030-69.6% |
| Participation rate | 98.9% | 78.0%+20.9pp | 82.8%+16.1pp | 73.9%+25.0pp |
| Annual return | 14.05% | 27.11%-13.1pp | 263.57%-249.5pp | 158.70%-144.7pp |
| Employer contribution / active EE | $2,950 | $3,526-16.3% | $4,829-38.9% | $2,706+9.0% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $137-100.0% | $10,799-100.0% | $152-100.0% |